PGTYX vs. XLK

In the year-to-date period, PGTYX achieves a -11.11% return, which is significantly lower than XLK's -9.54% return. Over the past 10 years, PGTYX has underperformed XLK with an annualized return of 11.65%, while XLK has yielded a comparatively higher 18.64% annualized return.

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PGTYX has a 0.62% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Technology Select Sector SPDR Fund (XLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PGTYX Sharpe Ratio is -0.05, which is lower than the XLK Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of PGTYX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGTYX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.74%.

The maximum PGTYX drawdown since its inception was -52.31%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for PGTYX and XLK. For additional features, visit the drawdowns tool.

Putnam Global Technology Fund (PGTYX) and Technology Select Sector SPDR Fund (XLK) have volatilities of 19.55% and 18.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.